Power of Attorney, Advance Medical Directives | ACTEC Estate Planning Essentials

Power of Attorney

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Assets & Taxes

Powers of Attorney

Probate

Retirement

Special Needs

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Wills & Trusts

What Is a Power of Attorney, and Do You Need One?

A Power of Attorney (POA) is a legal document that grants someone the authority to make financial or medical decisions on your behalf. Having a POA is essential to ensure that your wishes are followed if you become incapacitated. Learn how POAs work, the different types of POAs, and why they are crucial for everyone–from young adults to aging parents–looking to protect their future.

Managing Diminishing Capacity

Estate planning lawyers discuss steps for incapacity and diminishing-capacity planning, proactively protecting assets and finances, and avoiding guardianship.

Estate Planning Checklist for After Someone Dies

Learn the essential steps to take after a loved one passes from estate planning attorneys, including advice, considerations, and a checklist of next steps.

Estate Planning Checklist for End of Life

End of life considerations after a terminal diagnosis are deeply personal and often challenging. Learn what estate planning steps can be taken during this time and download the companion checklist.

Should I Serve as a Healthcare Agent Under a Power of Attorney (POA)?

Understand what you need to know about accepting the legal responsibility of a healthcare agent, aka a healthcare surrogate or healthcare proxy.

Should I Serve as an Agent Under a Financial Power of Attorney (POA)?

Understand what’s involved in the role of a property or financial Power of Attorney (POA), what’s entailed, and what questions you should ask yourself.

Tips for Individuals Living Alone (Part. 2 of 2)

Estate lawyers share tips for individuals living alone on how to plan for incapacity or illness for an extended amount of time and provide a review of critical power of attorney documents.